AWM
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Aprio Wealth Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Aprio Wealth Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,148
Closed -$295K – 53
2020
Q3 		$295K Hold
7,148
– – 0.21% 52
2020
Q2 		$292K Buy
+7,148
New +$292K 0.28% 44